Jet Setting Wealth Advisory

Jet Setting Wealth Advisory

Welcome to Jet Setting Wealth Advisory, where your financial journey takes flight with David T. Yu. With over 20 years in financial services and as an active airline pilot, David, founder of DTY Wealth Planning Solutions, will be your financial co-pilot, navigating wealth and tax management in today's fast-paced complex and dynamic financial world. Jet Setting Wealth Advisory features gripping tales and expert insights for aviation aficionados and business enthusiasts alike. Each episode covers the challenges of wealth building, tax planning, and retirement preparation in this new global environment. Buckle up as David brings in aviation all-stars, including Aviation Medical Examiners, specialized CPAs, and Aviation & Tax Attorneys, sharing their personal and professional experiences. Jet Setting Wealth Advisory is more than a podcast; it’s an enlightening flight through the fiscal skies, blending personal stories with expert financial advice. Ready for takeoff? Join us on this enlightening voyage where financial empowerment soars beyond the clouds. Jet Setting Wealth Advisory

Episodes

August 19, 2025 52 mins
Are you ready to stop overpaying the IRS and finally take control of your tax strategy—without the confusion and guesswork? In the latest episode of Jet Setting Wealth Advisory, David T. Yu sits down with Mike Jesowshek, CPA, founder of TaxElm and host of the Small Business Tax Savings Podcast. With a passion for simplifying complex tax strategies, Mike has helped thousands of entrepreneurs reduce their tax burdens legally and eff...
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Are you ready to discover the secrets behind maximizing tax savings, building strong client relationships, and mastering the art of effective communication in the world of finance and entrepreneurship? In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by accounting professional and Managing Member of PRP & Associates, LLC, Paul Pahoresky. David engages in a dynamic conversation with Paul, shedding light on the ...
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How do you keep millions of passengers safe in the sky—and what happens when the future of flight includes no pilot at all?  In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Captain John Cox, a renowned aviation safety expert with over 55 years of experience. Captain Cox has shared his expertise through Safety Operating Systems, shaping safety management systems globally. He emphasizes the importance of safe...
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Are you maximizing your tax strategy to fuel business growth? In the latest episode of Jet Setting Wealth Advisory, David T. Yu sits down with Bette Hochberger, CPA and founder of a modern, forward-thinking advisory firm. Bette reveals the power of proactive tax planning, sharing how her firm helps entrepreneurs, small businesses, and real estate investors optimize their finances. With a focus on cloud-based accounting and fractio...
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Are you aware of the hidden legal risks lurking in your aircraft ownership and operations? In the latest episode of Jet Setting Wealth Advisory, David T. Yu is joined by David Norton, Head of the Aviation Practice at Shackelford, McKinley & Norton, LLP. David delves into the importance of aviation safety, compliance with FAA regulations, and responsible flying practices. He emphasizes the significance of understanding FAA regulati...
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Are you curious about the secrets to a successful career in aviation? In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by Erika Armstrong, the Director of Marketing for Advanced Aircrew Academy.  Erika's remarkable journey from a pilot at a small Minnesota airport to a prominent educator and business leader is a testament to resilience and adaptability in the ever-evolving aviation industry. Drawing from her e...
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Want to know how pilot retirements and aircraft delays are shaping the future of aviation careers? Tune in to our latest episode as Kit Darby returns to uncover the secrets of the pilot job market and strategic career planning in the sky! In this episode of Jet Setting Wealth Advisory, David T. Yu welcomes back Kit Darby, a leading expert in pilot career development with over 40 years in the aviation industry, who provides insig...
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Ever wondered how to navigate the highs and lows of the airline industry to secure your dream pilot career? Learn how strategic planning, perseverance, and timing can make all the difference from our expert guest, Captain Kit Darby! In this episode of Jet Setting Wealth Advisory, David T. Yu engages in an insightful conversation with Captain Kit Darby, a renowned expert in pilot career forecasting, with decades of experience at ...
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Ever wondered how meticulous asset valuation can impact your tax outcomes? Tune in to discover the secrets behind optimizing wealth transfer and tax compliance with highly regarded tax and estate planning expert, Eric Lanning! In this episode of Jet Setting Wealth Advisory, host David T. Yu speaks with Eric Lanning, a highly respected counsel at Frost Law with over two decades of experience in taxation of insurance, annuity produc...
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What does it take to navigate the complexities of the aviation industry and emerge successful? Find out how the power of vision, resilience and a commitment to diversity can shape a thriving career in aviation.  In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Diana Hernandez, the founder of Login Aviation Services. Diana's path began during the 2008 financial crisis with an unexpected business opportunity i...
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Are you a business owner or an aspiring entrepreneur looking to minimize taxes, grow wealth, and avoid the most common financial pitfalls? This episode is your blueprint for building a profitable and sustainable business—without losing your mind (or your sleep). In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Michael Reeder, CPA and Managing Partner of Reeder CPA Group. Michael is a trusted advisor to franc...
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When it comes to running a successful business, having a solid financial strategy in place is crucial. Whether you're a startup or a well-established company, understanding your financial health, managing cash flow, and analyzing financials are all key components to achieving business success and sustainable growth. In this episode of Jet Setting Wealth Advisory Podcast, host David T. Yu engages in a dynamic conversation with Patr...
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Have you ever wondered how owning an aircraft could transform your financial strategy? Discover insider secrets to making your aviation passion a profitable venture. In this episode of Jet Setting Wealth Advisory, David T. Yu speaks David T. Yu speaks with Harry Daniels Jr., a Certified Public Accountant, Certified Financial Planner, and licensed private pilot with over four decades of expertise. Together, they explore the financi...
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How can we secure America’s fiscal future while preparing for the rising challenges of debt, government inefficiency, and economic uncertainty? Are we ready to take bold steps to ensure a sustainable path forward? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with the Honorable David M. Walker, a renowned fiscal responsibility advocate and former Comptroller General of the United States.  With over 40 years of...
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Are you ready to take control of your finances and build wealth on your terms? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dan Nicholson, bestselling author, award-winning CPA, and founder of Nth Degree CPA. Known for his groundbreaking book Rigging the Game and the (UN)conventional Wealth podcast, Dan shares his unique approach to achieving financial certainty, navigating risks, and optimizing wealth f...
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Are you ready to take control of your finances and build wealth on your terms? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dan Nicholson, bestselling author, award-winning CPA, and founder of Nth Degree CPA. Known for his groundbreaking book Rigging the Game and the Rigging the Game podcast, Dan shares his unique approach to achieving financial certainty, navigating risks, and optimizing wealth for smal...
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Ever wondered how to navigate the maze of IRS tax controversies and safeguard your wealth in a changing tax landscape? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Michael Kramarz, Principal at Kaufman Rossin's Tax Service Advisory Group and a former IRS Special Trial Attorney. Michael shares over 14 years of expertise in navigating complex tax matters, from high-stakes IRS disputes to creative tax plann...
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Are you ready to unlock the secrets to financial freedom and learn how to build lasting wealth as an entrepreneur? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Suzanne Mariga, CPA, fractional CFO, and CEO of the Mariga Group. Suzanne is a Profit First expert and author of Profit First for Minority Business Enterprises, a Publisher’s Weekly Editor’s Pick. In this engaging conversation, Suzanne dives deep ...
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Tamika Moses and Denise Chambers Palmer are two trailblazing figures in the South Florida real estate landscape, whose journeys reflect their dedication to excellence and empowerment in the industry. Tamika, who originally aspired to be a sportscaster, has become an award-winning real estate leader and the first African American woman to serve as president-elect of the Miami Association of Realtors Commercial Board, emphasizing the...
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Charles Read, a seasoned certified public accountant with extensive experience in various sectors, offers a critical perspective on the current state of IRS budget allocation. With a looming personnel crisis as many agents near retirement and the agency's reliance on outdated technology, Read underscores the urgent need for increased funding to modernize and improve efficiency. However, he cautions that while the IRS is set to rece...
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